2023 Form 5500 filing — Stewart Efi 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001125816NAL0011592336001) for Stewart Efi 401(K) Plan, reported by Stewart Efi under EIN 71-0918038 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125816NAL0011592336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Efi
- EIN
- 71-0918038
- Plan number
- 001
- Location
- Thomaston, CT
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,255,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,255,844
- Employer contributions
- $302,765
- Participant contributions
- $1,048,677
- Total income / additions
- $4,530,107
- Benefits paid
- $2,382,078
- Administrative expenses
- $4,634
- Total expenses
- $2,394,645
- Net increase / (decrease)
- $2,135,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $27,377 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,630 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |